EW
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Evoke Wealth’s DocGo DCGO Stock Holding History

Evoke Wealth’s Portfolio DCGO Stock Details DCGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,000
Closed -$50K – 556
2022
Q3 		$50K Hold
5,000
– – ﹤0.01% 518
2022
Q2 		$36K Hold
5,000
– – ﹤0.01% 560
2022
Q1 		$46K Hold
5,000
– – ﹤0.01% 536
2021
Q4 		$47K Buy
+5,000
New +$46.4K ﹤0.01% 536

Other funds holding DCGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Evoke Wealth's DCGO Position: Q4 2022 in Review

Evoke Wealth sold out of DocGo (DCGO) in Q4 2022, closing a stake of 5,000 shares — an estimated $50K sold.

Evoke Wealth first reported a position in DCGO in Q4 2021 and held it in 4 quarters. The position peaked at $50K in Q3 2022. 128 funds tracked by Wall St. Rank hold DCGO as of Q4 2022.

  • Evoke Wealth reported no remaining DocGo position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 5,000 DocGo shares in Q4 2022, an estimated $50K.
  • Evoke Wealth first reported a position in DocGo in Q4 2021 and held it in 4 quarters.
  • Evoke Wealth's DocGo position peaked at $50K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held DocGo as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.